Nvidia (NVDA) stock inched up 0.6% on Friday after a rough stretch that’s seen shares drop 17% this year. The rebound may just be getting started—with analysts pointing to a potential lifeline from Trump’s looming export policy decision on AI chips.
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Analysts Spot Opportunity Amid China Tensions
According to Bank of America Securities, geopolitical jitters over China and tighter U.S. restrictions have weighed heavily on Nvidia. But analyst Vivek Arya still sees major upside. “Once the geopolitical concerns are sized and priced, we expect Nvidia to recover,” he wrote in a note, calling the current dip “a particularly attractive opportunity.”
Trump’s AI Export Policy Could Be a Game-Changer
The Trump administration has yet to clarify how new AI chip export rules—set to kick in May 15—will be enforced. That decision could impact up to 10% of Nvidia’s China-related revenue. Until then, investors are betting on clarity—and maybe, a comeback.
Is NVDA a Buy or Hold?
Wall Street isn’t just hopeful about Nvidia—it’s practically pounding the table. The stock carries a Strong Buy consensus, with 39 analysts rating it a Buy and just three opting for Hold. Not a single Sell in sight. The average NVDA price target? $176.54, which implies a potential upside of 58.4%. If analysts are right, Nvidia’s rebound could still be in the early innings.